Getting Started with Templates Library

Templates standardize and accelerate repetitive tasks. A well-designed template ensures brand consistency across all communications or services, saving you significant time and reducing the risk of errors every time you schedule, email, or create a form.

• Default Templates
• How to save a Template to Team Templates
• Team Templates
  • Create New Template
  • Click on Settings on the task pane
  • Select the Template Library option
  • Click Create Template for New Template
  • Enter Template Title and type a Short Description
  • Click Preview to see your New Template
  • Click Save to save your template

How to create your own templates (Video Content)